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市場調查報告書
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1883955

印度共享出行發展機會（2024-2035）

Growth Opportunities for Shared Mobility in India, 2024-2035
出版日期: | 出版商: Frost & Sullivan | 英文 85 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

自行車計程車和自行車共享推動變革性成長

受城市化都市化加快、政策導向、數位化生態系統發展以及消費者對經濟永續交通途徑日益成長的需求等因素驅動，印度的城市交通格局正經歷著翻天覆地的變化。本研究對印度共用旅遊市場進行了全面且前瞻性的分析，為相關人員在日益動態和競爭激烈的環境中尋求發展提供了資料驅動的基礎。隨著不同收入群體和城市規模的出行需求日益多樣化，本研究對於原始設備製造商（OEM）、出行營運商、投資者和公共部門相關人員在應對高成長但又複雜的環境時非常重要。

本研究涵蓋印度主要城市的六大核心共用出行細分市場：叫車、摩托車計程車、人力車共享、汽車共享、自行車共享和按需回應式交通（DRT）。分析週期為2024年至2035年，以2024年為基準年，提供詳細的市場規模與預測。針對每個細分市場，研究涵蓋以下內容：

  • 經營模式的分類與定義
  • 車輛尺寸和收入市場規模分析（2024-2035年）（包括年複合成長率和年成長速度的年度趨勢）
  • 針對每種交通途徑的三大關鍵策略趨勢（每個趨勢包括：趨勢背景、對相關人員的影響、城市/營運商案例研究、整體市場影響以及主要營運商的競爭分析）

分析範圍

本研究評估了印度共用旅遊市場在特定預測期內的成長潛力。

  • 它重點關注叫車、汽車共享、摩托車計程車、自行車共享、人力車共享和按需交通（DRT）等關鍵市場領域。
  • 本研究全面概述了印度共用出行的現狀，並預測了未來幾年市場的發展趨勢，同時考慮了各種市場動態。
  • 檢驗了影響成長的宏觀經濟因素、市場參與企業面臨的主要營運挑戰以及改進的實用策略。
  • 針對每個已確定的細分市場，研究對以下幾個方面進行了詳細分析：
  • 塑造共用出行未來的關鍵市場趨勢
  • 預測期內運作車輛的預計數量和總市場價值（GMV）
  • 各細分市場的監管環境、競爭動態與演變
  • 對汽車製造商、城市負責人、基礎設施提供者和創投家等相關人員的影響

三大戰略挑戰對印度共用出行產業的影響

創新經營模式

原因：

  • 諸如出行即服務（MaaS）、電池即服務（BaaS）的電動出行、共用出行和微出行、車輛訂閱服務以及新興的自動駕駛技術等創新出行經營模式重塑印度的交通運輸格局。這些模式可望改善城市連通性，減少交通堵塞和排放氣體，降低車輛使用成本，並協助印度實現淨零排放目標。

Frost的觀點：

  • 在印度，共用旅遊在解決最後一公里交通連接問題、減少排放和降低城市出行成本方面發揮關鍵作用。
  • 電動車和共用出行的整合加速，尤其是在配送和通勤領域，但仍有挑戰，包括單位經濟效益、監管清晰度、車輛供應和駕駛員留任。

顛覆性技術

背景：

  • 從推動電動車普及的電池創新，到人工智慧驅動的叫車服務，再到物聯網賦能的預測性維護，這些技術建構更智慧、更清潔、更互聯的交通系統。它們有助於減少排放、提昇道路安全、最佳化交通流量並實現個人化使用者體驗。然而，這些技術也帶來了挑戰，包括對現有法規結構的挑戰、巨額投資需求，以及如果未能全面實施，可能會加劇數位落差。

Frost的觀點：

  • 技術創新使印度的共享出行更有效率、便利性和擴充性。
  • 即時 GPS 追蹤、人工智慧驅動的路線最佳化、基於物聯網的車輛監控和預測性維護可提高可靠性並減少停機時間。
  • 行動應用程式、數位支付和本地語言介面提高可存取性和便利性，尤其對於不同的用戶群體而言。

產業融合

背景：

  • 這種整合加速向共用、電動式和數位化出行方式的轉型，推動大規模創新，並創建一個提供無縫用戶體驗的整合生態系統，但同時也帶來了複雜的挑戰，例如監管重疊、資料互通性、網路安全風險以及跨部門政策協調的需要。

Frost的觀點：

  • 隨著產業和技術的成熟，將看到各相關人員之間加強合作，以最大限度地發揮各自的能力。
  • 傳統汽車製造商正與科技公司合作開發聯網汽車解決方案，能源公司正投資電動車充電網路，金融科技Start-Ups正推動創新的汽車金融和保險模式，通訊業者正推廣物聯網賦能的出行服務。

成長促進因素

  • 都市區堵塞和燃油成本上漲
  • 擴展到二線和三線城市
  • 政府專項多模態與綠色出行推廣
  • 智慧型手機的普及和基於應用程式的無障礙存取
  • 千禧世代和Z世代的偏好改變。
  • 將智慧城市基礎設施與公共交通連結起來

成長限制因素

  • 都市計畫與整合面臨的挑戰
  • 都市市場飽和
  • 監管障礙和政策模糊性
  • 技術和基礎設施方面的限制
  • 故意破壞和濫用共用財產
  • 車輛電氣化面臨的挑戰

主要競爭對手

  • 叫車
    • Ola
    • Uber
    • BluSmart
    • Rapido
  • 汽車共享
    • Myles
    • Revv
    • Zoomcar
    • Bike Taxi
    • Ola
    • Uber
    • Rapido
  • 共享單車
    • Yulu
    • Mybyk
    • Smart Bike
    • Chartered Bike
    • Trin Trin
  • 人力車共享
    • Rapido
    • Ola
    • Uber
  • DRT
    • Chalo
    • Cityflo
    • Easy Commute

競爭環境

  • 競爭對手數量
    • 15家以上公司（銷售額超過100萬美元）
  • 競爭因素
    • 成本、技術成熟度、安全性、法規環境、駕駛忠誠度、定價模式
  • 主要終端用戶產業
    • 第一哩和最後一哩、通勤者、學生、遊客、企業出遊、休閒旅遊
  • 主要競爭對手
    • Ola、Uber、Rapido
  • 其他值得關注的競爭對手
    • Yulu、Chalo、Zoomcars
  • 流通結構
    • 基於應用程式的預訂
  • 重大併購
    • Uber已與ONDC於2023年建立合作關係。

目錄

調查範圍

  • 分析範圍
  • 市場區隔

成長環境：印度共享出行市場的轉型

  • 為什麼成長變得越來越困難
  • 策略要務
  • 三大策略要務對印度共享旅遊產業的影響

印度的共享旅遊生態系統

  • 宏觀經濟因素及其對共享出行的影響
  • 汽車使用率低 - 共享出行蘊藏著巨大機會
  • 私家車市場 - 印度正處於轉捩點
  • 汽車共享可以減少與交通相關的二氧化碳排放
  • 印度監管環境
  • 影響共享出行方式的電氣化策略
  • 拓展至二、三線城市 - 營運商策略
  • 印度的共享出行 - 亟待填補的空白
  • 比較分析和策略建議
  • 競爭環境
  • 主要競爭對手
  • 對相關人員的影響

印度共享出行市場的成長促進因素

  • 成長指標
  • 成長促進因素
  • 成長限制因素
  • 預測考量
  • 收入和車隊規模預測
  • 依細分市場分類的總市場收入預測
  • 預測分析
  • 依細分市場分類的車隊規模預測
  • 價格趨勢和預測分析

成長動力：汽車共享

  • 印度的汽車共享體系
  • 成長指標
  • 收入和車隊規模預測
  • 預測分析
  • 趨勢1：訂閱模式的興起
  • 趨勢2：共享汽車的電氣化
  • 趨勢3：P2P共用的成長
  • 傳統汽車共享：值得關注的公司

成長動力：叫車

  • 印度計程車市場結構
  • 成長指標
  • 收入和車隊規模預測
  • 預測分析
  • 趨勢1：印度叫車市場湧現新參與企業
  • 趨勢2：電動車普及率不斷提高
  • 趨勢3：科技主導的安全措施
  • 趨勢4：新服務的多元化
  • 叫車：值得關注的公司

成長動力：自行車共享

  • 印度自行車共享市場結構
  • 成長指標
  • 收入和車隊規模預測
  • 預測分析
  • 趨勢1：透過電氣化提高可及性
  • 趨勢2：與其他交通途徑的融合
  • 趨勢3：無樁自行車共享系統的擴張
  • 趨勢4：政府主導的自行車共享發展
  • 自行車共享：值得關注的公司

成長動力：摩托車計程車

  • 印度摩托車計程車市場結構
  • 成長指標
  • 收入和車隊規模預測
  • 預測分析
  • 趨勢1：近距離旅行需求不斷成長
  • 趨勢2：增強首末段連接
  • 趨勢3：標準化法規將推動市場成長
  • 趨勢4：印度的零工經濟
  • 摩托車計程車：值得關注的公司

成長動力：人力車共享

  • 印度人力車共享市場的結構
  • 成長指標
  • 收入和車隊規模預測
  • 預測分析
  • 趨勢1：車輛電氣化
  • 趨勢2：從佣金制模式轉向SaaS模式
  • 趨勢3：聚合商從主導向主導轉變
  • 趨勢4：第一哩和最後一哩連接
  • 人力車共享：值得關注的公司

需量反應型交通運輸促進成長

  • 印度債務追償法庭市場結構
  • 成長指標
  • 收入和車隊規模預測
  • 預測分析
  • 趨勢1：車輛電氣化
  • 趨勢2：法規結構的變化
  • 趨勢3：地域與船隊擴張
  • 趨勢4：為通勤者提供的加值提案
  • DRT：值得關注的公司

印度共享出行領域的成長機會

  • 成長機會1：拓展至二、三線城市
  • 成長機會2：將電動車（EV）整合到共享車隊中
  • 成長機會3：多模態與公共運輸的融合

附錄與後續步驟

簡介目錄
Product Code: MHE7-44

Bike Taxi and Bikesharing Driving Transformational Growth

India's urban mobility landscape is undergoing a structural transformation driven by rising urbanization, policy mandates, digital ecosystems, and growing consumer demand for affordable and sustainable transport. This study presents a comprehensive and forward-looking analysis of the Indian shared mobility market, offering stakeholders a data-backed foundation to navigate an increasingly dynamic and competitive environment. As mobility demand diversifies across income segments and city tiers, this research is crucial for OEMs, mobility operators, investors, and public sector stakeholders seeking to navigate a high-growth, high-complexity environment.

This study covers six core shared mobility segments-ridehailing, bike taxi, rickshaw sharing, carsharing, bikesharing, and demand-responsive transport (DRT)-across Indian cities. The analysis spans from 2024 to 2035, with detailed market sizing and forecasting with 2024 as the base year. For each segment, the study covers:

  • Business model segmentation and definitions
  • Fleet and revenue market sizing (2024-2035) with CAGR analysis and year-on-year growth trends
  • Top 3 strategic trends per mode, each structured with: o Why the trend is emerging o Implications on stakeholders o City/operator case study o Overall market impact o Competitive analysis of key operators

Scope of Analysis

This study evaluates the growth potential of the Indian shared mobility market over the defined forecast period.

  • It focuses on key market segments, including ridehailing, carsharing, bike taxis, bikesharing, rickshaw sharing, and demand-responsive transit (DRT).
  • The research provides a comprehensive overview of the current state of the shared mobility landscape in India and projects its evolution over the coming years, considering varying market dynamics.
  • It also examines macroeconomic drivers influencing growth, key operational challenges faced by market players, and actionable strategies for improvement.
  • For each of the identified segments, the study presents an in-depth analysis across the following dimensions:
  • Key market trends shaping the future of shared mobility
  • Forecasts of vehicles in operation and gross market value (GMV) for the forecast period
  • Regulatory landscape, competitive dynamics, and the evolution of each segment
  • Implications for stakeholders such as automakers, urban planners, infrastructure providers, and venture capitalists

The Impact of the Top 3 Strategic Imperatives on the Indian Shared Mobility Industry

Innovative Business Models

Why:

  • Innovative mobility business models such as Mobility-as-a-Service (MaaS), electric mobility with Battery-as-a-Service (BaaS), shared and micro-mobility, subscription-based vehicle access, and emerging autonomous technologies are reshaping how India moves. These models promise to enhance urban connectivity, reduce congestion and emissions, lower the cost of vehicle access, and support India's net-zero ambitions.

Frost Perspective:

  • Shared mobility in India plays a key role in solving last-mile connectivity, reducing emissions, and lowering urban mobility costs.
  • EV integration with shared mobility is accelerating, especially for delivery and commuter segments. However, challenges remain in unit economics, regulatory clarity, vehicle availability, and driver retention.

Disruptive Technologies

Why:

  • These technologies are enabling smarter, cleaner, and more connected transportation systems-from EV adoption driven by battery innovation to AI-powered ridehailing and predictive maintenance using IoT. They are helping reduce emissions, enhance road safety, optimize traffic flow, and personalize user experiences. However, they also challenge existing regulatory frameworks, require massive investments, and may widen the digital divide if not inclusively deployed.

Frost Perspective:

  • Technologies are making shared mobility in India more efficient, user-friendly, and scalable.
  • Real-time GPS tracking, AI-driven route optimization, IoT-based vehicle monitoring, and predictive maintenance enhance reliability and reduce downtime.
  • Mobile apps, digital payments, and vernacular interfaces improve accessibility and convenience, especially for diverse user groups.

Industry Convergence

Why:

  • This convergence is accelerating the shift towards shared, electric, and digital mobility, driving innovation at scale and creating integrated ecosystems that offer seamless user experiences. However, it also brings complex challenges such as regulatory overlap, data interoperability, cybersecurity risks, and the need for cross-sector policy coordination.

Frost Perspective:

  • As the industry and technology matures, we will see greater collaborations between the various stakeholders increase to take advantage of capabilities.
  • Traditional automakers are collaborating with tech companies for connected vehicle solutions, energy firms are investing in EV charging networks, fintech start-ups are enabling innovative vehicle financing and insurance models, and telecom providers are powering IoT-enabled mobility services.

Growth Drivers

  • Urban Congestion and Rising Fuel Costs
  • Expansion into Tier II and III Cities
  • Government Push for Multimodal and Green Mobility
  • Smartphone Penetration and App-Based Accessibility
  • Rising Millennial and Gen Z Preferences
  • Smart City Infrastructure and Integration with Public Transport

Growth Restraints

  • Urban Planning and Integration Challenges
  • Saturation in Urban Markets
  • Regulatory Hurdles and Policy Ambiguity
  • Tech and Infrastructure Limitations
  • Vandalism and Misuse of Shared Asset
  • Fleet Electrification Challenges

Key Competitors

  • Ridehailing
    • Ola
    • Uber
    • BluSmart
    • Rapido
  • Carsharing
    • Myles
    • Revv
    • Zoomcar
    • Bike Taxi
    • Ola
    • Uber
    • Rapido
  • Bikesharing
    • Yulu
    • Mybyk
    • Smart Bike
    • Chartered Bike
    • Trin Trin
  • Rickshaw Sharing
    • Rapido
    • Ola
    • Uber
  • DRT
    • Chalo
    • Cityflo
    • Easy Commute

Competitive Environment

  • Number of Competitors
    • 15+ with revenue greater than $1.0 million
  • Competitive Factors
    • Cost, Tech Maturity, Safety, Regulatory Conditions, Driver Loyalty, Pricing Models
  • Key End-user Industry Verticals
    • First- and Last-mile, Commuters, Students, Tourists, Corporate Mobility, Leisure Travel
  • Leading Competitors
    • Ola, Uber, Rapido
  • Other Notable Competitors
    • Yulu, Chalo, Zoomcars
  • Distribution Structure
    • App-based Bookings
  • Notable Acquisitions and Mergers
    • Uber partnered with ONDC in 2023

Table of Contents

Research Scope

  • Scope of Analysis
  • Market Segmentation

Growth Environment: Transformation in India Shared Mobility Market

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8
  • The Impact of the Top 3 Strategic Imperatives on the Indian Shared Mobility Industry

Ecosystem in India Shared Mobility

  • Macroeconomic Factors and Their Impact on Shared Mobility
  • Low Motorization Rate-High Opportunity for Shared Mobility
  • Private Vehicle Ownership-India Is at a Tipping Point
  • Shared Vehicles Can Reduce Transport-Related CO2 Emissions
  • Regulatory Landscape in India
  • Electrification Strategies Impacting Shared Mobility Modes
  • Expansion into Tier II and III Cities-Operator Strategies
  • Shared Mobility in India-Gaps to Address
  • Comparative Analysis and Strategic Recommendations
  • Competitive Environment
  • Key Competitors
  • Implication to the Stakeholders

Growth Generator in Indian Shared Mobility Market

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Forecast Considerations
  • Revenue and Fleet Size Forecast
  • Gross Market Revenue Forecast by Segment
  • Forecast Analysis
  • Fleet Size Forecast by Segment
  • Pricing Trends and Forecast Analysis

Growth Generator Carsharing

  • Carsharing Structure in India
  • Growth Metrics
  • Revenue and Fleet Size Forecast
  • Forecast Analysis
  • Trend 1-Rise in Subscription Models
  • Trend 2-Electrification of Carsharing Fleets
  • Trend 3-Growth in P2P Sharing
  • Traditional Carsharing-Companies to Watch

Growth Generator Ridehailing

  • Taxi Market Structure in India
  • Growth Metrics
  • Revenue and Fleet Size Forecast
  • Forecast Analysis
  • Trend 1: Emergence of New Players in the Indian Ridehailing Sector
  • Trend 2: Increased EV Adoption
  • Trend 3: Technology-Led Safety Initiatives
  • Trend 4: Diversification of New Services
  • Ridehailing-Companies to Watch

Growth Generator Bikesharing

  • Bikesharing Market Structure in India
  • Growth Metrics
  • Revenue and Fleet Size Forecast
  • Forecast Analysis
  • Trend 1-Electrification Improves Accessibility
  • Trend 2-Integration with Other Modes of Transport
  • Trend 3-Expansion of Dockless Bikesharing System
  • Trend 4-Government-Driven Bikesharing Development
  • Bikesharing-Companies to Watch

Growth Generator Bike Taxi

  • Bike Taxi Market Structure in India
  • Growth Metrics
  • Revenue and Fleet Size Forecast
  • Forecast Analysis
  • Trend 1-Rising Demand for Short-Distance Travel
  • Trend 2-Enhancing Firstand Last-Mile Connectivity
  • Trend 3-Standardized Regulations Can Further Market Growth
  • Trend 4-Gig Economy in India
  • Bike Taxi-Companies to Watch

Growth Generator Rickshaw Sharing

  • Rickshaw Sharing Market Structure in India
  • Growth Metrics
  • Revenue and Fleet Size Forecast
  • Forecast Analysis
  • Trend 1-Electrification of the Fleet
  • Trend 2-Moving Away from Commission-Based to SaaS Model
  • Trend 3-Moving Away from Private to Public-Led Aggregators
  • Trend 4-Firstand Last-Mile Connectivity
  • Rickshaw Sharing-Companies to Watch

Growth Generator Demand Responsive Transit

  • DRT Market Structure in India
  • Growth Metrics
  • Revenue and Fleet Size Forecast
  • Forecast Analysis
  • Trend 1-Electrification of the Fleets
  • Trend 2-Changing Regulation Frameworks
  • Trend 3-Geographic Expansion and Fleet Expansion
  • Trend 4-Added Value Proposition for Commuter Travel
  • DRT-Companies to Watch

Growth Opportunity Universe in India Shared Mobility

  • Growth Opportunity 1: Expansion into Tier II and Tier III Cities
  • Growth Opportunity 2: Electric Vehicle EV Integration in Shared Fleets
  • Growth Opportunity 3: Integration with Public Transit Multimodal Mobility

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer